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Training - ViewPlan Estate Planning

Learn how to quickly and easily transform your data into sophisticated reports and graphs, presenting actuarial, charitable, and intra-family wealth transfer planning techniques all in one environment.
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800-PFX-9998 | 800-739-9998 -- options 2, then 2

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Objectives

Learn how to quickly and easily transform your data into sophisticated reports and graphs, presenting actuarial, charitable, and intra-family wealth transfer planning techniques all in one environment. Additionally learn how to generate professional, customizable, and easy-to-read flowcharts, graphs, and reports in order to visually guide your clients through various planning scenarios. Course includes hands on computer training.

Topics

Navigate through the ViewPlan software
Set up user preferences
Instantly generate multiple estate planning scenarios
Review proposed estate plans and provide dynamic visual presentations of each plan
Present various scenarios and view changes within scenarios
Quickly generate and transfer techniques without creating an entire estate plan
Enter basic financial information only once using Quick Plan
Embellish reports with explanations and custom notes
Set up and view calculation audit trail

Attendees

CPE

Prerequisites

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